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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: delmarbill who wrote (25012)	10/8/2000 5:47:56 PM
From: James Calladine	Respond to of 42804

BILL: Seems like we have been in Kansas for a long time..... Best wishes, Jim

To: delmarbill who wrote (25012)	10/8/2000 6:24:20 PM
From: Sector Investor	Read Replies (3) \| Respond to of 42804

<<Isn't that OC-768??>> <<<<We are also in the process of developing TereScope products that can support 16 channel dense wavelength division multiplexing technology, which will enable us to provide speeds of 40 gigabits per second, and micro-electro-mechanical systems, or MEMS, that are designed to enable tracking for our high speed TereScope products. Both of these products are anticipated to be commercially available during the second half of 2001.">>>> If you multiply an OC-48 pipe (2.5 Gbps) X 16, you get the equivalent of OC-768 capacity. 16 smaller pipes are not quite the same at 1 big OC-768 pipe, but if the costs are comparable, I don't think it will matter one bit. Eventually, we have to get to basic pipe sizes of OC-192 and later OC-768, as the market is moving in that direction, but we probably have a few years to develop that, given this technology coming. Just as important, did you pick up on the MEMS mention? That is a whole important technology to itself that OPXS is apparently moving into. Here is some basic information on MEMS: mems-exchange.org Now, is this really being developed by OPXS? I really tend to doubt it if you think about the equipment and technology needed to develop MEMS. Is it perhaps some LMNE project we are not aware of? Or perhaps this is another piece of the MRVC master plan of technologies that has been inadvertently shown to us that will be followed by another acquisition? Or am I misreading this entirely and they are just planning to integrate someone else's existing technology into their products? Comments on this will be really appreciated. A simple Yahoo! search on MEMS brings up a whole bunch of interesting links to explore. search.yahoo.com Finally, notice something else starting to happen here - the synergy between the startups. Notice they said: "that can support 16 channel dense wavelength division multiplexing technology". That technology will be developed by LMNE and the TereScope products will use it.